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Financial Processes: sales line(templates)

Sales & Invoicing: introduction and step-by-step plan sales lines.

Introduction. Offering and invoicing in Coachview starts with properly setting up the sales lines. With sales lines you charge costs such as participation costs, exam costs, teaching materials, travel costs, preparation costs, etc. A sales line is converted to an invoicing line during invoicing...

Versie: Sat, 25 Apr, 2020 at 8:28 AM
Sales & Invoicing: sales line template

Introduction. You create a sales line for a course definition or application using a sales line template. Want to know how you're doing? Then take a look at the presentation below by scrolling down in the presentation. Click on an image to enlarge it.

Versie: Fri, 24 Apr, 2020 at 2:50 PM
Sales & Invoicing: adding sales rules to a course definition.

Introductie. You add a sales line to a course definition, course denifiont part or request using a sales line template. Why add sales lines to a course definition or not? Only add sales lines that are used by default in a quotation, order or invoice: Advantage: before you make the quotati...

Versie: Fri, 24 Apr, 2020 at 4:04 PM
Sales & Invoicing: search and edit sales lines.

Sales lines overview. You can create an overview of sales lines using the 'Financial' menu and the 'Sales line' menu item. You can search directly for the name of a sales line. Do you want more search criteria? Then click on the 'more...'. Fill in one or more criter...

Versie: Sat, 25 Apr, 2020 at 8:19 AM